Client Marketing

HWCP will provide a highly customized prospecting and client retention marketing service to a select number of its independent financial advisor relationships. The Managing Member/Chief Investment Officer of HWCP and/or his senior associates will make themselves available to help strengthen the local marketing efforts of HWCP business partners by participating in client or prospect conference calls, in person one-on-one meetings, and/or public or private investment seminars on any appropriate topic anywhere in the HWCP national footprint. All marketing efforts are designed specifically to help HWCP business partners grow their active client rosters and to more fully develop a high level presence within their respective communities, with a particular focus on the local and/or regional centers of influence (COI).

Due to the highly personalized and time intensive nature of this service, HWCP will limit its Client Marketing program to no more than 20 clients.